Action Status
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Last updated
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The action status is displayed in the top-right corner and can be one of the following:
Pending: The action has been created but not yet started.
In Process: Work on the action is ongoing. An assignee is required to move into this status.
Done: The action has been completed. An assignee is required to mark it as done.
Canceled: The action has been discontinued and will no longer proceed.
To update the status, select the desired option from the drop-down menu in the top-right corner and click Save. Status changes to In Process and Done require an assignee.
Reviewers can be added at any stage of the task. However, if an action has already been signed and its status is changed, all signatures will be reset.
An email is sent to the owner when an action is assigned.
If ownership is transferred, both the previous and new owners receive notifications.
Deleting an action triggers an email notification to the owner.
When an action is marked Done or Canceled, reviewers receive a notification.
Removing a reviewer also generates an email notification.
